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CFS Investment Advisory Services’s Toews Agility Shares Managed Risk ETF MRSK Stock Holding History

CFS Investment Advisory Services’s Portfolio MRSK Stock Details MRSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$2.67M Sell
68,996
-14,785
-18% -$555K 0.18% 103
2026
Q1 		$3.1M Sell
83,781
-1,754
-2% -$64.4K 0.21% 93
2025
Q4 		$3.15M Buy
85,535
+7,140
+9% +$259K 0.23% 86
2025
Q3 		$2.85M Buy
78,395
+27,647
+54% +$956K 0.21% 90
2025
Q2 		$1.7M Buy
+50,748
New +$1.63M 0.14% 128

Other funds holding MRSK

VH
Visionary Horizons Knoxville, Tennessee $239M AUM 22.35% 1-Year Est. Return
DAS
Dynamic Advisor Solutions Phoenix, Arizona $3.53B AUM 22.61% 1-Year Est. Return
SCM
Saxony Capital Management St. Louis, Missouri $218M AUM 24.57% 1-Year Est. Return
TAM
TCP Asset Management Columbus, Ohio $882M AUM 21.79% 1-Year Est. Return
MI
Moneywise Inc Forest, Virginia $268M AUM 24.05% 1-Year Est. Return
CP
Capital Planning Bellevue, Washington $343M AUM 19.13% 1-Year Est. Return
SWM
SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 1-Year Est. Return
SWIM
Smallwood Wealth Investment Management Red Bank, New Jersey $229M AUM 23.56% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

CFS Investment Advisory Services's MRSK Position: Q2 2026 in Review

CFS Investment Advisory Services reduced its Toews Agility Shares Managed Risk ETF (MRSK) stake by 18% in Q2 2026, selling an estimated $555K and leaving 68,996 shares worth $2.67M. The position accounts for 0.18% of the portfolio, ranked #103.

CFS Investment Advisory Services first reported a position in MRSK in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.15M in Q4 2025. 12 funds tracked by Wall St. Rank hold MRSK as of Q2 2026.

  • CFS Investment Advisory Services held 68,996 shares of Toews Agility Shares Managed Risk ETF worth $2.67M as of Q2 2026.
  • CFS Investment Advisory Services sold 14,785 Toews Agility Shares Managed Risk ETF shares in Q2 2026, an estimated $555K.
  • Toews Agility Shares Managed Risk ETF made up 0.18% of CFS Investment Advisory Services's portfolio in Q2 2026, its #103 holding.
  • CFS Investment Advisory Services first reported a position in Toews Agility Shares Managed Risk ETF in Q2 2025 and has held it in 5 quarters since.
  • CFS Investment Advisory Services's Toews Agility Shares Managed Risk ETF position peaked at $3.15M in Q4 2025.
  • 12 funds tracked by Wall St. Rank held Toews Agility Shares Managed Risk ETF as of Q2 2026.

Based on CFS Investment Advisory Services's 13F filing for Q2 2026, filed 16 Jul 2026.